401k Plan data: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND plan

LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 401k Plan overview

Plan Name	LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND
Plan identification number	001

LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND has sponsored the creation of one or more 401k plans.

Company Name: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND

Employer identification number (EIN): 232028779

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 LUCILLE HART
001 2011-01-01 LUCILLE HART
001 2010-01-01 LUCILLE HART
001 2009-01-01 LUCILLE HART

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	LUCILLE HART
001	2011-01-01	LUCILLE HART
001	2010-01-01	LUCILLE HART
001	2009-01-01	LUCILLE HART

Plan Statistics for LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND

401k plan membership statisitcs for LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND

Measure Date Value
2012: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,113
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
2011: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,073
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 248
Number of retired or separated participants receiving benefits 2011-01-01 73
Number of other retired or separated participants entitled to future benefits 2011-01-01 865
Total of all active and inactive participants 2011-01-01 1,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,186
Number of participants with account balances 2011-01-01 1,113
2010: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,097
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 293
Number of retired or separated participants receiving benefits 2010-01-01 63
Number of other retired or separated participants entitled to future benefits 2010-01-01 780
Total of all active and inactive participants 2010-01-01 1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,136
Number of participants with account balances 2010-01-01 0
2009: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,194
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 275
Number of retired or separated participants receiving benefits 2009-01-01 46
Number of other retired or separated participants entitled to future benefits 2009-01-01 834
Total of all active and inactive participants 2009-01-01 1,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,155
Number of participants with account balances 2009-01-01 1,097

Measure	Date	Value
2012: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,113
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
2011: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,073
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	248
Number of retired or separated participants receiving benefits	2011-01-01	73
Number of other retired or separated participants entitled to future benefits	2011-01-01	865
Total of all active and inactive participants	2011-01-01	1,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,186
Number of participants with account balances	2011-01-01	1,113
2010: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,097
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	293
Number of retired or separated participants receiving benefits	2010-01-01	63
Number of other retired or separated participants entitled to future benefits	2010-01-01	780
Total of all active and inactive participants	2010-01-01	1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,136
Number of participants with account balances	2010-01-01	0
2009: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,194
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	275
Number of retired or separated participants receiving benefits	2009-01-01	46
Number of other retired or separated participants entitled to future benefits	2009-01-01	834
Total of all active and inactive participants	2009-01-01	1,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,155
Number of participants with account balances	2009-01-01	1,097

Financial Data on LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND

Measure	Date	Value
2012 : LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$232,405
Total unrealized appreciation/depreciation of assets	2012-12-31	$232,405
Total transfer of assets from this plan	2012-12-31	$11,029,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$305,158
Total income from all sources (including contributions)	2012-12-31	$1,196,773
Total loss/gain on sale of assets	2012-12-31	$110,802
Total of all expenses incurred	2012-12-31	$1,206,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,070,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$593,018
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$11,344,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$135,812
Total interest from all sources	2012-12-31	$141,492
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$115,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-12-31	$11,029,698
Administrative expenses professional fees incurred	2012-12-31	$24,132
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$4,198,928
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$12,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$298,675
Other income not declared elsewhere	2012-12-31	$3,826
Administrative expenses (other) incurred	2012-12-31	$16,141
Liabilities. Value of operating payables at beginning of year	2012-12-31	$6,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-9,370
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,039,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$50,659
Interest earned on other investments	2012-12-31	$46,756
Income. Interest from corporate debt instruments	2012-12-31	$94,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,681,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,681,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$18,645
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$593,018
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$57,448
Income. Dividends from common stock	2012-12-31	$115,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,051,686
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$2,399,916
Contract administrator fees	2012-12-31	$44,880
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$2,993,452
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	Yes
Aggregate proceeds on sale of assets	2012-12-31	$7,235,465
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$7,124,663
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SHULMAN, KURTZ, TURER & TOPAZ, LLC
Accountancy firm EIN	2012-12-31	210738076
2011 : LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$-32,864
Total unrealized appreciation/depreciation of assets	2011-12-31	$-32,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$305,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$13,575
Total income from all sources (including contributions)	2011-12-31	$1,121,734
Total loss/gain on sale of assets	2011-12-31	$183,492
Total of all expenses incurred	2011-12-31	$1,618,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,493,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$650,077
Value of total assets at end of year	2011-12-31	$11,344,226
Value of total assets at beginning of year	2011-12-31	$11,549,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$125,027
Total interest from all sources	2011-12-31	$202,145
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$118,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$16,732
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$4,198,928
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$704,846
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$12,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$12,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$298,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$5,200
Other income not declared elsewhere	2011-12-31	$704
Administrative expenses (other) incurred	2011-12-31	$19,695
Liabilities. Value of operating payables at end of year	2011-12-31	$6,483
Liabilities. Value of operating payables at beginning of year	2011-12-31	$8,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-496,508
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,039,068
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,535,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$43,720
Interest earned on other investments	2011-12-31	$19,156
Income. Interest from US Government securities	2011-12-31	$29,144
Income. Interest from corporate debt instruments	2011-12-31	$153,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,681,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,097,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,097,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$562
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$17,452
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$1,268,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$650,077
Employer contributions (assets) at end of year	2011-12-31	$57,448
Employer contributions (assets) at beginning of year	2011-12-31	$66,635
Income. Dividends from common stock	2011-12-31	$118,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,475,763
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$2,399,916
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$2,456,933
Contract administrator fees	2011-12-31	$44,880
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$2,993,452
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$5,941,690
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$7,539,537
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$7,356,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	SHULMAN, KURTZ, TURER & TOPAZ, LLC
Accountancy firm EIN	2011-12-31	210738076
2010 : LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$327,356
Total unrealized appreciation/depreciation of assets	2010-12-31	$327,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$13,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$14,191
Total income from all sources (including contributions)	2010-12-31	$1,430,348
Total loss/gain on sale of assets	2010-12-31	$120,415
Total of all expenses incurred	2010-12-31	$782,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$652,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$641,677
Value of total assets at end of year	2010-12-31	$11,549,151
Value of total assets at beginning of year	2010-12-31	$10,902,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$130,408
Total interest from all sources	2010-12-31	$200,330
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$100,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$48,604
Administrative expenses professional fees incurred	2010-12-31	$22,987
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$704,846
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$12,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$63,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$5,200
Other income not declared elsewhere	2010-12-31	$39,600
Administrative expenses (other) incurred	2010-12-31	$27,545
Liabilities. Value of operating payables at end of year	2010-12-31	$8,375
Liabilities. Value of operating payables at beginning of year	2010-12-31	$14,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$647,665
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,535,576
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,887,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$34,971
Interest earned on other investments	2010-12-31	$11,515
Income. Interest from US Government securities	2010-12-31	$69,040
Income. Interest from corporate debt instruments	2010-12-31	$119,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,097,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,768,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,768,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$27
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$17,313
Asset value of US Government securities at end of year	2010-12-31	$1,268,783
Asset value of US Government securities at beginning of year	2010-12-31	$2,161,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$641,677
Employer contributions (assets) at end of year	2010-12-31	$66,635
Employer contributions (assets) at beginning of year	2010-12-31	$37,276
Income. Dividends from preferred stock	2010-12-31	$2,271
Income. Dividends from common stock	2010-12-31	$50,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$634,962
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$2,456,933
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$2,798,278
Contract administrator fees	2010-12-31	$44,905
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$5,941,690
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$4,073,470
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$6,263,733
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$6,143,318
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	SHULMAN, KURTZ, TURER & TOPAZ, LLC
Accountancy firm EIN	2010-12-31	210738076
2009 : LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND

2012: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LOCAL 447 I.A.M. PHILADELPHIA & VICINITY SEVERANCE FUND
Employer identification number (EIN):	232028779
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local